IAA
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Independent Advisor Alliance’s Dana Inc DAN Stock Holding History

Independent Advisor Alliance’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-21,969
Closed -$488K – 685
2021
Q3 		$488K Buy
+21,969
New +$505K 0.03% 390
2021
Q1 		– Sell
-15,866
Closed -$310K – 605
2020
Q4 		$310K Buy
+15,866
New +$266K 0.02% 429
2019
Q3 		– Sell
-15,948
Closed -$318K – 460
2019
Q2 		$318K Sell
15,948
-786
-5% -$14K 0.05% 287
2019
Q1 		$297K Buy
+16,734
New +$297K 0.04% 322

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Independent Advisor Alliance's DAN Position: Q4 2021 in Review

Independent Advisor Alliance sold out of Dana Inc (DAN) in Q4 2021, closing a stake of 21,969 shares — an estimated $488K sold.

Independent Advisor Alliance first reported a position in DAN in Q1 2019 and held it in 4 quarters. The position peaked at $488K in Q3 2021. 273 funds tracked by Wall St. Rank hold DAN as of Q4 2021.

  • Independent Advisor Alliance reported no remaining Dana Inc position as of Q4 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 21,969 Dana Inc shares in Q4 2021, an estimated $488K.
  • Independent Advisor Alliance first reported a position in Dana Inc in Q1 2019 and held it in 4 quarters.
  • Independent Advisor Alliance's Dana Inc position peaked at $488K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held Dana Inc as of Q4 2021.

Based on Independent Advisor Alliance's 13F filing for Q4 2021, filed 11 Feb 2022.